Connect MyDocSafe and Microsoft Sharepoint to Build Intelligent Automations
Ready to use MyDocSafe and Microsoft Sharepoint automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
New List Created
Triggers when new list is created.
New List Item Created
Triggers when new item in the list is created.
Do thisActions
Action is the task that follows automatically within your MyDocSafe integrations.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
Create a list
Create a new list
Create a List Item
Creates a new List Item.
Update List Item
Update an existing list item.
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Step by step guides to integrate MyDocSafe and Microsoft Sharepoint
Frequently Asked Questions
To start, connect both your MyDocSafe and Microsoft Sharepoint accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Microsoft Sharepoint (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Microsoft Sharepoint. This includes choosing which data fields go into which fields of Microsoft Sharepoint, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Microsoft Sharepoint typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between MyDocSafe and Microsoft Sharepoint. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn MoreAbout Microsoft Sharepoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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